This Help Article covers:

The Job’s CoC/ESC's display in the Job’s Correspondence’s Top Tab “Certificates” Expandable Section OR ALL single document CoC/ESC’s display as a List in the Side Menu’s "... More" > Certificates Sub-Menu

The CoC/ESC once locked are available as an attachment of the Job's “Sales Invoice” or “Progress Claim” emails.

For a User to be able to Add a Certificate of Compliance (CoC) and/or Electrical Safety Certificate (ESC) they need to be a User Type "Electrician" or "Inspector" and have a Practicing Licence Number and current Practicing Licence Expiry Date entered.

Company Settings > Staff > Staff Profile, Select "User Type", then Enter "Practicing Licence Number" and "Practicing Licence Expiry Date" (Don’t forget to upload a “Signature Image” in the "More details" section to display on the Certificate)

Adding or Editing a CoC OR ESC is done from a Job Page’s Correspondence Top Tab’s "Certificates" Expandable Section.

Quick Flow:

1.  From a JOB: XXXX Page, Press on the Correspondence Top Tab, then Press the Certificates Expandable Section

2. From the Certificates Expandable Section Press the [+ADD] button  to display the "Select the Certification Types" popup, Select Type and Press [CONFIRM] to display the NEW COC/ESC Page

3.  From the NEW COC/ESC Page, Enter the CoC/ESC Details into the required fields

⚠️ NOTE: If an ESC, the Electrical Work Information Section's "Name*" also needs to be entered into the Electrical Safety Certificate Section's "Name" field.

⚠️ NOTE: “Name” field Expand More Options list only displays Staff with a “Certification Level”: “Electrician” or “Electrical Inspector”. “Name of person(s) being supervised” field Expand More Options list only displays Staff with a “Certification Level”. Staff “Certification Level” > “None” will not display. For more information on this see article "Staff (Add-Edit)".

💡 TIP: Pressing the Launch button on the “Work Done” field launches the Work Done Notes From Site Popup where any Site Notes/Comments can be copied over to the Work Done field.

4. Press the [SAVE] button to save your CoC/ESC

5. When you are satisfied with the CoC/ESC, Press the SAVE button's drop-down and select [LOCK] to lock the CoC/ESC

⚠️ NOTE: The CoC/ESC belongs to the Certifying Staff Member and can only be Locked or Unlocked by that person.

Following [LOCK] the [PREVIEW & SEND] button will display where you can view your CoC/ESC PDF

💡 TIP: You can display the Company Logo on a single document CoC or ESC. From the “Defaults” top tab of Company Settings, expand the “Certificates Previews” Expandable Section then Tick “Show Plan Title Block Logo on COCs”.

Images/Photos can be added as attachments to a CoC/ESC prior to Locking. Attachments to a CoC/ESC remain attached to that CoC/ESC until removed.

⚠️ NOTE: CoC/ESC Attachments are limited to 5 Images/Photos per CoC/ESC.

From the CoC/ESC, Press [ATTACHMENTS] then Select “Attach new file” OR “Browse existing files” to add attachments:

⚠️ NOTE: CoC/ESC with attachments when emailing send as a zipped package containing the CoC/ESC and up to 5 attachments (Images/Photos).

From the Job;

From the Certificates List:

💡 TIP: To find a CoC/ESC, from the Certificates List, use the [Refine] Filter’s “Search text” field and key in the Address the CoC/ESC is related to.